Market
RIA
Member Level
Chalice
Last Activity
this month
Profile Age
238 days old
General
Location
Novi, MI, US
Profile Type
Buyer | Merge | Continuity
Business Type
Registered Investment Advisor
AUM
$400,000,000.00
Gross Revenue
$2,200,000.00
# of Accounts
800
Avg Client Age
55
Overview

Boutique independent advisory team managing both fee-based wealth management clients and company retirement plans and whose primary office located in Novi Michigan seeks like-minded, client focused advisers who are looking to transition out of their practice with a caring, supportive high-touch practice. We are two primary advisers with six support individuals. If you’ve been contemplating a move to change your future trajectory, please reach out. We look forward to connecting!

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